Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

Market Commentary: Good Morning, Mr. Powell

February 6, 2018 -

Our take on the recent sell-off


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How to Create a Succession Plan for Your Portfolio

February 2, 2018 -

Follow these key steps for a smooth transition.


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Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit

January 29, 2018 -

Scaling back appreciated equity positions can do more for you than reduce risk.


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Key Provisions of 2017 Tax Reform

January 24, 2018 -

Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.


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Point of View

January 22, 2018 -

Analysis of Q4 2017


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7 Steps to Estimating Your In-Retirement Cash-Flow Needs

January 22, 2018 -

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.


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An Investing History Lesson

December 4, 2017 -

The key going forward is to learn from past behaviors and avoid repeating previous mistakes.


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Good Apples Don't Just Fall From Trees

December 4, 2017 -

We remain committed to a long-term perspective.


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What Happens to Your HSA in Retirement?

November 29, 2017 -

HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.


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Don’t Neglect the Softer Side of Your Estate Plan

October 24, 2017 -

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.


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Calibrate Your Target Savings Rate

October 24, 2017 -

Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.


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An Estate Planning Checklist

September 25, 2017 -

‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.


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These Charitable Investment Strategies Deliver a ‘Three-fer’

September 25, 2017 -

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.


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In-Retirement Withdrawal Rates

August 25, 2017 -

The withdrawal rate from a portfolio can make or break a retirement plan.


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Planning Ahead for Retirement Healthcare Costs

August 24, 2017 -

Carefully evaluate planning strategies that can help mitigate retirement healthcare costs


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How to Bridge a Retirement Shortfall

August 3, 2017 -

A combination of incremental, not revolutionary, changes can help bridge the gap.


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Key Policy Issues to Watch in the Next Decade

August 3, 2017 -

Americans need better access to retirement plans, help with the drawdown phase.


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Relocating? Consider Long-Term Care Costs

June 28, 2017 -

Cost and quality of care can vary dramatically from region to region.


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Working Longer: Good Aspiration, But Not a Plan

May 30, 2017 -

Many Americans expect to close retirement plan gaps by working longer, but the strategy comes with its own risks.


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Retirement Planning When There is an Age Gap

May 30, 2017 -

How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more


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